Thursday, March 14, 2024 11:12:55 PM
ATLnsider, it was just a minor point, so I didn’t really explain it properly. I agree that in some cases, depending on the size of the tumor, enough tissue can be saved to potentially produce 20 or more doses. And Dr. Bosch’s compassionate-use case from that presentation is a perfect example of that. (I had forgotten about that patient, Sarah, so thanks for the reminder of just how impressively DCVax works).
I was just saying that this number of doses is really the exception, and not the rule. So I think assuming stretching payments over 8 to 10 years for everyone, as you posited in one of your pricing assumptions, may be a bit of a reach, but the other possibility of stretching payments over 3 years seems more reasonable to me. And although Sarah had her doses frozen for 7 years, I think the regulators would need a documented stability study to confirm viability for eight or ten years for the commercial product.
I was just saying that this number of doses is really the exception, and not the rule. So I think assuming stretching payments over 8 to 10 years for everyone, as you posited in one of your pricing assumptions, may be a bit of a reach, but the other possibility of stretching payments over 3 years seems more reasonable to me. And although Sarah had her doses frozen for 7 years, I think the regulators would need a documented stability study to confirm viability for eight or ten years for the commercial product.
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